Financial Services Associate
1 month ago
We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Simon Quick Advisors. This role will support the Client Advisor team with day-to-day client needs and requests, ensuring seamless execution of all client-related tasks and requests.
Key Responsibilities
• Work closely with the advisor and analyst to prioritize and execute all client-related tasks and requests.
• Populate and process documentation for client onboarding, investments, and other account maintenance.
• Track, enter, and reconcile investment activity across our proprietary database, various custodians, and our reporting provider through monitoring daily activity reports.
• Interact with third-party service providers, including outside custodians, reporting providers, and other advisors.
• Maintain client confidentiality and assist in identifying potentially fraudulent activity.
Requirements
• Bachelor's degree.
• 0-3 years of working experience.
• Experience with programs including DocuSign, Adobe (PDF) Writer, Salesforce, and Microsoft Office, particularly Excel, Outlook, Planner, and Word.
What We Offer
Simon Quick Advisors is an equal opportunity employer and offers a dynamic and supportive work environment. We are committed to providing our employees with opportunities for growth and development, as well as a competitive compensation package.
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